FamLink User Manual
Contents
1. 04 03 2012 Topic Navigation FamLink Desktop FamLink Messages and Links area The FamLink Messages and Links area is where statewide and region specific messages and links display e Inthis area the State Help Desk can display useful messages or hyperlinks All FamLink users across the state can view the information displayed here e Inthe Region Messages and Links section each region can display its own messages or region specific hyperlinks For example a region can choose to display details about upcoming training opportunities and contact information e Located at the top left of the FamLink Messages and Links area is an arrow pointing to the right Click this arrow to close the FamLink Messages and Links area and gain more Desktop space for your Outliner e To display the FamLink Messages and Links area again click the arrow pointing to the left located on the upper right of the Desktop Page 13 of 16 Case Burns Lenny Worker Creating Note David John Worker Making Contact David John Case Note ID 1501 Date Entered 10 10 2008 08 40 AM I Note Finalized Actions Note Information Related Participants and Collaterals Related Intakes Larry Burns 07 16 2008 1 56 PM 3804 Date Occurred 07 15 2008 10 10 ay Cpm Laura Burns Category CPS v Type Administrative v x Z FamLink Web Page Dialog gown the Ctr key for multi selection Hold down the Ctr key for multi selection Save c2. are e About e Help Now let s look at the FamLink Banner Page 9 of 16 FamLink Windows Internet Explorer Create Maintain Adoption Search Utilities Search Help SHERYL LOWE s Desktop V Date Restricted Participant View View Not Approved Cancelled SF Ticklers gt My Ticklers gt Escalated Ticklers gt Manual Ticklers gt Cases gt Providers gt Approvals gt intakes Version 04 03 2012 Topic Navigation FamLink Desktop The FamLink Banner on the FamLink Desktop The FamLink Banner provides shortcuts to these common functions 1 ADSA Intake This takes you to a new ADSA Intake page the starting point for ADSA intakes 2 CA Intake This takes you to a new CA Intake page the starting point for CA intakes 3 Case Work This takes you to the Create Case Work page the starting point for creating various pieces of work for cases assigned to you 4 Provider Work This takes you to the Create Provider Work page the starting point for various pieces of work for providers assigned to you 5 Search This takes you to the Search page where you can do navigational searches for cases persons providers or workers Page 10 of 16 FamLink Windows Internet Explorer Fow Link Create Maintain Adoption Search Utilities Search Help SHERYL LOWE s Desktop WV Date Restricted Participant View View Not Approved Cancelled WF Tickl
3. fo Massey Susan 4914 10 03 2008 Coward Pauline 5007 10 06 2008 gt manual Tickers gt Cases gt Providers gt Approvals gt Intakes b O Messages and Links OCOLO Orr infoFamLink Knowledge Web entry of Track it work orders CA Staff Only Camis to FamLink cross reference tool Child Support Enforcement SEMS Secured Login Region Messages and Links Version 04 03 2012 Topic Navigation FamLink Desktop The menu cont d 1 When you click the Adoption Search menu the actions available are e Adoption Search e Closed Adoption Record e Closed Adoption Record Search 2 Click the blue arrow to close the FamLink Messages and Links portion of the screen Page 7 of 16 Course FamLink Fundamentals FamLink Windows Internet Explorer 1 Search Help Create Maintain AFCARS SHERYL LOWE s Desktop approval Management Date Restricted 7 Participant Certified Letter Adoption Search 7 Ticklers Change Archival Group gt My Ticklers gt Escalated Ticklers Delete Person Document Redaction gt Manual Ticklers ails ICPC Status Report gt cases Independent Living gt Providers Intake Status Review gt Approvals Person Merge gt intakes Pending Person Merge Placement Correction Tickler Management View Message Log Case Sample Intake Sample Sample Results Tran Stats Log ese me
4. FamLink User Manual Course FamLink Fundamentals Topic Navigation FamLink Desktop Overview The FamLink Desktop helps you to easily access and enter detailed information into FamLink efficiently and effectively One of the ways the FamLink Desktop helps you organize and retrieve work is by employing a series of icons that graphically represent the people and the work of Children s Administration The Desktop contains a set of expandos customized for each worker group according to the work the members of the group perform For example on their Desktops intake workers see all intakes assigned to them On their Desktops social workers see all cases assigned to them The Desktop has four main areas that enable you to navigate access and enter information These areas are e The Menu e The Banner e The Outliner e Messages and Links Workflow Because you use Navigation throughout FamLink it is not specific to any particular process Version 04 03 2012 Page 1 of 16 Course FamLink Fundamentals Username ftrain o Password Roles Name Region Office Unit Worker 60 CPS Region 6 CA Aberdeen Supervisor 60 intake Region 6 CA Aberdeen Worker 60 Intake Region 6 CA Aberdeen Supervisor Social Worker V ProgramMgr Intake Version 04 03 2012 Navigation FamLink Desktop This is the FamLink Login page your starting point To log in to FamLink you need to enter your user na
5. Faw _ink Oo 6 0 6 0 6 0 06 5 xi The menu on the FamLink Desktop The menu provides access to all the FamLink functionality your security profile allows Depending on your security profile you can select actions from lists that display when you click the menu options Let s look at the Create menu 1 When you click the Create menu the actions available are Done S Local intranet 100 7 Version 04 03 2012 Case Work Provider Work ADSA Intake Create ADSA intake available for use by ADSA employees CA Intake Create CA intake available for use by CA employees Inquiry Manual Tickler Provider Recruitment Event Security features are designed to limit access to sensitive data to allow only authorized workers to do certain functions and to control the approval process Now let s look at the Maintain menu Page 5 of 16 Topic Navigation FamLink Desktop The menu cont d Oa OL en a on neo o o Create Maintain Adontion Search Utilities Seach Help 1 When you click the Maintain menu the actions available are John D Checkiist Template Epon Menace and Links e Automated Message V Date Eligibility gt lew View Not Approved Cancelled e Checklist Template SF Tickle Financial k infoFamLink p yc MessagesandLinks 94 03 06 2003 SEAE ee Eligibilit C c Recruitment Event 01 04 15 2003 Knowledge Web entry of Track it w
6. d Pauline 5007 10 06 2008 gt Manual Ticklers gt Cases gt Providers gt Approvals gt Intakes Knowledge Web entry of Track it work orders CA Staff Only Camis to FamLink cross reference tool SEER Child Support Enforcement SEMS Secured Login Region Messages and Links Version 04 03 2012 Topic Navigation FamLink Desktop The FamLink Desktop cont d The Desktop has four major areas for easy navigation 1 The Menu has six menus e Create Maintain Adoption Search Utilities Search and Help 2 The Banner has nine toolbar buttons e ADSA Intake Aging and Disabilities Service Administration CA Children s Administration Intake Casework Provider Work Search Refresh Print Help and Logout 3 The Outliner has five expandos e Ticklers Cases Providers Approvals and Intakes e Supervisors have an additional Workers expando 4 Messages and Links displays both statewide and regional messages and links Let s look at each area more closely Page 4 of 16 Course FamLink Fundamentals Topic Navigation FamLink Desktop 5 FamLink Windows Internet Explorer teate Maintain Adoption Search Utilities Search Help Case Work Provider Work s Desktop ADSA Intake Participant View View Not Approved Cancelled E Inquiry Manual Tickler lers Provider Recruitment Event Providers P Approvals gt Intakes
7. ea ee d Cancelled Version 04 03 2012 Topic Navigation FamLink Desktop The menu cont d 1 When you click the Utilities menu the actions available are e AFCARS e Approval Management e Certified Letter Tracking e Change Archival Group e Delete Person e Document Redaction e Expunge e Interstate Compact on the Placement of Children ICPC Status Report e Intake Status Review ADSA employees only e Person Merge e Pending Person Merge e Placement Correction e Tickler Management e View Message Log e Case Sample e Intake Sample e Sample Results e Tran Stats Log Page 8 of 16 Course FamLink Fundamentals FamLink Windows Internet Explorer PFO oron Create Maintain Adoption Search Utilities Searc lo SHERYL LOWE s Desktop Adoption Search Date Restricted Participant View CAPTA Appeals Search F Ticklers Medical Necessity Search gt My Ticklers RMTS Search gt Escalated Ticklers Tickler Search gt Manual Ticklers TANF Eligibility Search gt Cases gt Providers gt Approvals gt intakes Version 04 03 2012 Topic Navigation FamLink Desktop The menu cont d 1 When you click the Search menu the actions available are e Search e Adoption Search e Child Abuse Prevention and Treatment Act CAPTA Appeals Search e Medicaid Billing Data Search e Search Ticklers 2 When you click the Help menu the actions available
8. ers gt My Ticklers gt Escalated Ticklers gt Manual Ticklers gt Cases gt Providers gt Approvals gt intakes 01010107 Version 04 03 2012 Topic Navigation FamLink Desktop FamLink Banner cont d 1 Refresh Only available on the Desktop this button updates FamLink with new real time data and refreshes the Desktop to the log in state 2 Print This allows you to print a page as it appears on your computer screen 3 Help This opens FamLink Online Help When you open Help from a certain page Help displays that page topic Click the X in the upper right corner of the Help page to exit 4 Logout Use this button to logout and exit FamLink e FamLink updates some data at night This means you see some results the next day e As tempting as it may be do not use the X in the upper right corner to exit any page in FamLink other than Help Page 11 of 16 Course FamLink Fundamentals FowLink m Ghee ee we Pamir Sean Q een 2 Pmi B hep Logout O Create Maintain Adoption Search Utilities Search Help FamLink Messages and Links V Date Restricted J Participant View J View Not Approved Caficelled aP Ticklers C3 CMTwentyOne CaseOne 2904 03 06 2003 C CMTwentyone CaseTwo 3001 04 15 2003 eee ee ee 5 C3 CMTwentyOne CaseThree 3004 04 15 2003 Cia ia k or od Beacon Linda Sue 1406 03 03 2005 cteeeeertteteteteeeeeteettttetteteeetett
9. esktop The FamLink Desktop displays The FamLink Desktop serves as your entry point to FamLink and the work it helps you do It is your Desktop unique to your worker group security profile and assignments Your security profile gives you access to the information you need to complete your job It determines which FamLink pages you are able to access and what you are able to do on each page such as create edit add delete or read only Security features are designed to limit access to sensitive data to allow only authorized workers to do certain functions and to control the approval process Page 3 of 16 Course FamLink Fundamentals Z FamLink Microsoft Internet Explorer G Maintain Adoption Search Utilities Search Help John David s Desktop Ticklers V Date Restricted J ParticipantView J View Not Approved Cancelled inte iors won a a ren e pint tes Logout O FamLink Messages and Links A infoFamLink gt CMTwentyOne CaseOne 2904 03 06 2003 E CMTwentyOne CaseTwo 3001 04 15 2003 C CMTwentyOne CaseThree 3004 04 15 2003 m Beacon Linda Sue 1406 03 03 2005 INNineteen CaseTwo 3413 07 18 2007 CM06 Kristina 1202 03 31 2008 Alexis Sandie 4002 08 21 2008 Restricted Case wa Browns Julie 5003 08 23 2008 Burns Lenny 3501 08 30 2008 Smith Gloria J 2301 09 06 2008 E harbor lost 4201 09 08 2008 Massey Susan 4914 10 03 2008 Cowar
10. hanges before closing page Activities Per Person Activity Participant Location Time Delete TCM Record Disclosure Discovery Y No data found Parental Home s i010 am Cpm Delete F Larry Burns v vpo Gam Cpm Deete F g Ss create f seve f cose l Done Local intranet aag Version 04 03 2012 Topic Navigation FamLink Desktop Closing Pages in FamLink Once you re done with a page and are ready to close it click Close at the bottom of the page or click the Yes No or Cancel button on the dialog box that displays when you haven t saved your work before closing e Never close a FamLink page by clicking the X in the upper right hand corner Doing so may result in the loss of information To avoid this be sure to close all pages properly Page 14 of 16 FamLink Windows Internet Explorer famink OFORO Create Maintain Adoption Search Utilities Search Help SHERYL LOWE s Desktop W Date Restricted Participant View View Not Approved Cancelled SF Ticklers gt My Ticklers gt Escalated Ticklers gt Manual Ticklers gt Cases gt Providers gt Approvals gt Intakes M FamLink Webpage Dialog z Are you sure you want to logout Q sec eu Version 04 03 2012 Topic Navigation FamLink Desktop Logging Out of FamLink To log out of FamLink properly 1 Click Logout on the FamLink Banner e Do not u
11. me If you perform multiple tasks in your job FamLink may display a list of roles The role you use to log in determines your worker group security profile and assignments 1 In the Username text box type your user ID 2 In the Password text box type your password 3 Click the Login button Page 2 of 16 Course FamLink Fundamentals Z FamLink Microsoft Internet Explorer FowLink Create a Maintain Adoption Search Utilities Search Help John David s Desktop V Date Restricted Participant View J View Not Approved Cancelled Ticklers amp CMTwentyOne CaseOne 2904 03 06 2003 B CMTwentyOne CaseTwo 3001 04 15 2003 CI CMTwentyOne CaseThree 3004 04 15 2003 Beacon Linda Sue 1406 03 03 2005 EJ INNineteen CaseTwo 3413 07 18 2007 CM06 Kristina 1202 03 31 2008 Alexis Sandie 4002 08 21 2008 Restricted Case Browns Julie 5003 08 23 2008 E Burns Lenny 3501 08 30 2008 Smith Gloria J 2301 09 06 2008 C harbor lost 4201 09 08 2008 Q Massey Susan 4914 10 03 2008 Coward Pauline 5007 10 06 2008 gt Manual Ticklers gt Cases gt Providers gt Approvals gt Intakes pes eoa a e e a ets o O FamLink Messages and Links infoFamLink Knowledge Web entry of Track it work orders CA Staff Only Camis to FamLink cross reference tool Region Messages and Links Version 04 03 2012 Topic Navigation FamLink D
12. ork orders CA Staff Only g y d Securit 004 04 15 2003 ate ce ee f Sly 5 Camis to FamLink cross reference tool e Fi nancl al GIB Service Types 3 03 2005 GI Worker oer Child S i e Messages and Links MUG 12008 Pe anion Alexis Sandie 4002 08 21 2008 Restricted Case e Recruitment Event Browns Julie 5003 08 23 2008 GG Burns Lenny 3501 08 30 2008 Region Messages and Links e Security GG Smith Gloria J 2301 09 06 2008 E harbor lost 4201 09 08 2008 e Service Types Massey Susan 4914 10 03 2008 C Coward Pauline 5007 10 06 2008 e Workers gt Manual Ticklers gt cases Provid D Providers Let s look at the Adoption Search Menu gt Approvals gt intakes Version 04 03 2012 Page 6 of 16 Course FamLink Fundamentals FamLink Microsoft Internet Explorer E Utilities Search Help Adoption Search John David s L Closed Adoption Record Create Maintain V Date Restricted Closed Adoption Record Search pt Approved Cancelled WF Tickers C CMTwentyOne CaseOne 2904 03 06 2003 C CMTwentyOne CaseTwo 3001 04 15 2003 C3 CMTwentyOne CaseThree 3004 04 15 2003 Beacon Linda Sue 1406 03 03 2005 C INNineteen CaseTwo 3413 07 18 2007 gt CMO06 Kristina 1202 03 31 2008 Alexis Sandie 4002 08 21 2008 Restricted Case E Browns Julie 5003 08 23 2008 Burns Lenny 3501 08 30 2008 C Smith Gloria J 2301 09 06 2008 harbor lost 4201 09 08 2008
13. se the X in the upper right hand corner 2 On the dialog box click Yes e You return to the FamLink Logon page Page 15 of 16 Course FamLink Fundamentals Topic Navigation FamLink Desktop Famin The FamLink Logon page displays Username train60 Password Roles Name Region fi ii Job Class Supervisor n S a Bea cca You have completed the Navigation FamLink Desktop topic Supervisor 60 in the FamLink User Manual Region 6 Supervisor Social Worker V ProgramMgr Intake Intake Worker 60 Intake Region 6 Social Worker Supervisor 60 Intake Version 04 03 2012 Page 16 of 16
14. ttte ceeeeeeetteteeeeeeeeettetteeteeeteteetetteteeeted C INNineteen CaseTwo 3413 07 18 2007 Child Support Enforcement SEMS Secured Login CMO06 Kristina 1202 03 31 2008 _ i i ff CREE RRR RENE RRERER RETR EREETEREREREEERENEEREREEtnrEEtersttEnteterttrententerstttrettersPrereieet Alexis Sandie 4002 08 21 2008 Restricted Case Browns Julie 5003 08 23 2008 Burns Lenny 3501 08 30 2008 Region Messages and Links C Smith Gloria J 2301 09 06 2008 gt harbor lost 4201 09 08 2008 QJ Massey Susan 4914 10 03 2008 Coward Pauline 5007 10 06 2008 gt Manual Ticklers Cases Providers Approvals Intakes Version 04 03 2012 Topic Navigation FamLink Desktop Outliner on the FamLink Desktop The Outliner is the section of the Desktop that is unique to you It uses expandos that display your work and the work of your group The work displays vertically in an outline format customized for you For example If you have an assignment to a case or provider the case name or provider name displays in your Oultliner Only workers with security to intakes will have the Intakes expando Other workers can access intakes from the case or provider when the intake is linked to the case provider You can change how FamLink sorts the information in the Outliner by selecting different views For example you can restrict your view by date or sort by participant If you are an intake
15. worker you may not have any work in the Providers expando This is because intake workers generally are not responsible for licensing or other such provider activities If you are a supervisor you have a Workers expando so that you can view the work of your staff Page 12 of 16 FamLink Microsoft Internet Explorer Famin Create Search Help Maintain Adoption Search Utilities John David s Desktop WV Date Restricted Participant View View Not Approved Cancelled W W Ticklers gt CMTwentyOne CaseOne 2904 03 06 2003 E3 CMTwentyOne CaseTwo 3001 04 15 2003 CMTwentyOne CaseThree 3004 04 15 2003 Beacon Linda Sue 1406 03 03 2005 GQ INNineteen CaseTwo 3413 07 18 2007 Child Support Enforcement SEMS Secured Login CMO06 Kristina 1202 03 31 2008 seeneceneessseressssesesresssesseseesseeeeessstsssssssssssstts ecenersesrresssessssssssssssres Alexis Sandie 4002 08 21 2008 Restricted Case Browns Julie 5003 08 23 2008 Burns Lenny 3501 08 30 2008 Region Messages and Links E Smith Gloria J 2301 09 06 2008 E harbor lost 4201 09 08 2008 Massey Susan 4914 10 03 2008 ww Coward Pauline 5007 10 06 2008 gt gt Manual Ticklers gt Cases gt Providers gt Approvals gt Intakes Knowledge Web entry of Track it work orders CA Staff Only soon eee Camis to FamLink cross reference tool Version
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